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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,119 | $101,618-19.2% | $93,063-11.8% | $137,256-40.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.99% | 223.95%-203.0pp | 34.15%-13.2pp | 220.34%-199.3pp |
| Employer contribution / active EE | $5,533 | $2,707+104.4% | $2,476+123.5% | $4,156+33.1% |
| Participant deferral / active EE | $7,706 | $4,279+80.1% | $3,958+94.7% | $6,407+20.3% |
| Admin fee / account holder | $717 | $6,198-88.4% | $6,033-88.1% | $12,270-94.2% |